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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,148 | $115,810-14.4% | $101,271-2.1% | $158,966-37.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 8.26% | 56.15%-47.9pp | 46.48%-38.2pp | 302.95%-294.7pp |
| Employer contribution / active EE | $1,914 | $4,175-54.2% | $3,660-47.7% | $4,762-59.8% |
| Participant deferral / active EE | $5,964 | $4,958+20.3% | $4,371+36.5% | $5,983-0.3% |
| Admin fee / account holder | $9,115 | $7,248+25.8% | $5,948+53.3% | $11,250-19.0% |